Impact Investing

While all investors seek a healthy financial return, a growing number of private foundations, individuals and socially-oriented venture funds are pursuing opportunities to invest where the business model also includes achieving positive social, humanitarian, and/or environmental impact.

Structuring these investments, and the enterprises that receive and use them, requires creative legal approaches in which competing interests can successfully co-exist. How the social enterprise is established can greatly influence the types of capital available to it and the organization’s ability to thrive.

Our attorneys have years of experience structuring different kinds of investments in socially responsible companies. We draw on established and trusted techniques for investment and modify them to insure the needs of all parties are addressed. This approach allows us to customize transactions, but in a way that is very familiar to lawyers, accountants, and others who may be advising the investor or the business.

Matters

Structuring Socially Responsible Investments

Impact Investments

Program Related Investments

Private placements

Mergers and Acquisitions

Exits

Representative Work

Provided legal counsel on the establishment of a nonprofit organization advocating to improve the delivery of government programs and services through the development of innovative software applications. Created an investment fund to develop the applications which provided a financial return to the investors.

Structured a non-traditional mission-related loan pool to create opportunity for investors to lend to nonprofits engaging in commercial ventures.